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OCBC Linkedin · Posted 16d ago

Account Manager, SME (High net-worth business)

Hongkou, Shanghai, China

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Indexed description

Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

What You Will Be Doing

  • Manage a portfolio of high net-worth business clients, providing expert advice and guidance on financial products and services
  • Develop and implement business plans to drive fee income growth, CASA growth and total revenue
  • Build and maintain relationships with key decision-makers, identifying opportunities to deepen relationships and expand client engagement across a broader range of banking solutions, including insurance and investment products, cash management solutions, and FX-related products, in collaboration with product specialists.
  • Collaborate with internal stakeholders, including compliance, risk, and product teams, to deliver integrated solutions
  • Stay up-to-date on industry trends and competitor activity, using this knowledge to inform your sales strategy
  • Conduct transaction review and periodic account review

What Are We Looking For

  • A degree in business, finance, or a related field, with at least 3-5 years of experience in small business banking or a related field
  • Proven track record of success in sales and relationship management, with a strong understanding of financial products and services
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients and internal stakeholders
  • Strong business acumen, with the ability to analyze financial data and provide expert advice
  • Self-motivated and results-driven, with a strong work ethic and a commitment to delivering exceptional service

What We Offer

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

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